We are a Fee-Only Fiduciary Wealth Management Firm registered with the state of Maryland.
Silverstone Financial was founded on the belief that financial advising could be built better.
We provide a variety of financial advisory services to individuals, families, and businesses.
We use powerful software and technology to identify investment opportunities, calculate statistical probabilities, mitigate risk, and streamline our clients' experience. We offer investment management with no minimums, flat-fee financial planning, full-service tax return filing, and estate document drafting for our clients. Our clients experience the ease of investing in an array of securities, ranging from stocks and bonds, to option strategies, and even cryptocurrencies.
Our straightforward fees range from 0.50% to 1.25%, depending on AUM and the level of complexity. We also offer a flat-fee financial planning subscription service for those who would benefit from working with a financial professional but wish to continue to manage their own investments.
We are proud members of
The National Association of Personal Financial Advisors is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Working in a strict fee-only, fiduciary capacity, NAPFA-affiliated financial planners are committed to maintaining the highest level of competency with a client-centered focus that means aligning solely with their client’s interests.